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Case Merge Premium Release Notes 2.61 - 2.63

What's New

  • Case Chatter feed Posts, Comments, Files, and Links are now supported merging objects. The original creator and post timestamp are preserved during merge.
  • A new configuration option to restrict merging to only Cases of the same Record type.
  • The ability to define the value of a picklist field on the merged Case. Any chosen picklist field on the Case will be automatically set to the given value when the Case is merged. (For example, you could choose to set a Reason on a merged case that may better describe it after it's been closed as a duplicate).
  • AND/OR formula logic for duplicate criteria definitions and searching:  Powerful and flexible filtering that self-corrects as criteria are added and removed.
  • Button for removing individual rows of search criteria when searching for duplicate cases. Instead of having to remove a filter condition by manually clearing each of its fields, it can now be done in one click.
  • Customizable limit of how many Cases can be merged at once, with nine being the maximum.
  • Input Assistance section that expedites the formulation of search criteria:  Quick access to important Case fields through a querying utility, and a handy reference of the available values for each picklist field on Case.
  • The "Clean Merge" option, which simply closes each child Case as a duplicate without cloning its related objects to the master Case.

Improvements

  • Clarified some instructions, making the setup and configuration pages easier to follow.
  • A host of visual and functional refinements to the user interface meant to facilitate use and better communicate information.
  • An incompatibility with Chatter Answers and its associated Case field Zone (CommunityId) has been addressed. Previously, users would receive an error "The configuration of your org has changed, please reload the page. Missing dependent object: Field: Case.CommunityId".
  • The descriptions of merged Cases can now be generated as private rather than public comments on the master Case.
  • Added option to manually enter Case Numbers to merge instead of searching.

Bugs Fixed

  • Link posts in Chatter feeds will retain their titles after being cloned to another Case.
  • An incompatibility with Chatter Answers and its associated Case field Zone (CommunityId) has been addressed. Previously, users would receive an error "The configuration of your org has changed, please reload the page. Missing dependent object: Field: Case.CommunityId".

Known Issues

  • Editing the logic formula while the previous search is still running may cause the user's immediate changes to the formula to be lost once the completed search re-renders the page.

Product

Case Merge Premium

Support

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